ETF overview
WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund is an exchange traded fund launched by WisdomTree, Inc. The fund is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies. The fund invests in dividend paying stocks of companies. The fund seeks to track the performance of the WisdomTree U.S. MidCap Dividend Index, by using representative sampling technique. WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund was formed on June 16, 2006 and is domiciled in the United States.
Fund facts
- Expense ratio
- 0.38%
- Fund assets
- 3.86B USD (all share classes)
- Issuer
- WisdomTree
- Inception date
- Jun 16, 2006
- Number of holdings
- 293
Breakdown
Holdings (293)
| Name | Ticker | Weight |
|---|---|---|
| Best Buy Co Inc | BBY | 1.58% |
| Viatris Inc | VTRS | 1.51% |
| HF Sinclair Corp | DINO | 1.49% |
| APA Corp | APA | 1.41% |
| Franklin Resources Inc | BEN | 1.35% |
| Permian Resources Corp | PR | 1.16% |
| Hasbro Inc | HAS | 1.12% |
| Stanley Black & Decker Inc. | SWK | 1.06% |
| American Financial Group Inc | AFG | 1.03% |
| Omnicom Group Inc | OMC | 0.98% |
| and 280 more | ||
Similar ETFs
- WisdomTree U.S. MidCap FundEZM · Overlap 51% · Expense ratio 0.38%
- BNY Mellon US Mid Cap Core Equity ETFBKMC · Overlap 43% · Expense ratio 0.04%
- Schwab U.S. Mid-Cap ETFSCHM · Overlap 42% · Expense ratio 0.03%
- JPMorgan BetaBuilders U.S. Mid Cap Equity ETFBBMC · Overlap 42% · Expense ratio 0.07%
- State Street SPDR S&P 400 Mid Cap Value ETFMDYV · Overlap 42% · Expense ratio 0.15%
- Vanguard S&P Mid-Cap 400 Value ETFIVOV · Overlap 41% · Expense ratio 0.10%
- Invesco S&P MidCap 400 QVM Multi-factor ETFQVMM · Overlap 41% · Expense ratio 0.15%
- State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD · Overlap 39% · Expense ratio 0.03%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.38%
- Fund assets
- 3.86B USD (all share classes)
- Issuer
- WisdomTree
- Inception date
- Jun 16, 2006
- Number of holdings
- 293
| Name | Ticker | Weight |
|---|---|---|
| Best Buy Co Inc | BBY | 1.58% |
| Viatris Inc | VTRS | 1.51% |
| HF Sinclair Corp | DINO | 1.49% |
| APA Corp | APA | 1.41% |
| Franklin Resources Inc | BEN | 1.35% |
| Permian Resources Corp | PR | 1.16% |
| Hasbro Inc | HAS | 1.12% |
| Stanley Black & Decker Inc. | SWK | 1.06% |
| American Financial Group Inc | AFG | 1.03% |
| Omnicom Group Inc | OMC | 0.98% |
| and 280 more | ||
WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund is an exchange traded fund launched by WisdomTree, Inc. The fund is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies. The fund invests in dividend paying stocks of companies. The fund seeks to track the performance of the WisdomTree U.S. MidCap Dividend Index, by using representative sampling technique. WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund was formed on June 16, 2006 and is domiciled in the United States.
- WisdomTree U.S. MidCap FundEZM · Overlap 51% · Expense ratio 0.38%
- BNY Mellon US Mid Cap Core Equity ETFBKMC · Overlap 43% · Expense ratio 0.04%
- Schwab U.S. Mid-Cap ETFSCHM · Overlap 42% · Expense ratio 0.03%
- JPMorgan BetaBuilders U.S. Mid Cap Equity ETFBBMC · Overlap 42% · Expense ratio 0.07%
- State Street SPDR S&P 400 Mid Cap Value ETFMDYV · Overlap 42% · Expense ratio 0.15%
- Vanguard S&P Mid-Cap 400 Value ETFIVOV · Overlap 41% · Expense ratio 0.10%
- Invesco S&P MidCap 400 QVM Multi-factor ETFQVMM · Overlap 41% · Expense ratio 0.15%
- State Street SPDR Portfolio S&P 400 Mid Cap ETFSPMD · Overlap 39% · Expense ratio 0.03%
Overlap is the share of assets the two funds hold in common.
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